Member Info for Bigears1170

All a little bit Dave ja vue ……….Avacta CEO speaks & down gos the SP "……….

As you know well ...........

Ian

2013 -14 -15 he was entitled to some slack , you could hang your hat on a decent Mcap and the SP was moving in the right direction - 2016 onwards its been all down hill

Misty , they wont say as they know it will ( and rightfully so ) attract ridicule…!

Hands up how many PI’s have “ private”

Emails off Fowler going back

10 years implying all is well with contracts that came to nowt 🤥

If you explained these delays going back to 2021 to a 12 year old 👶 they’d look at you gone out …yet here the credulity is completely off the charts ……..🤡

🤭

The Chairman has benchmarked their performance by inviting shareholders to “Judge us in 6 months” Shaun Chilton AGM 26th June 2024.

There are ten meaningful trading days remaining to that six month milestone. However CC implied she doesn’t like releasing news in December as it gets lost on the market due to Christmas,…………..like much of their output of late ..!!!

Given we telegraphed the world and his wife that we wanted rid of DX I don’t expect our suitor to be paying through their nose !

Let hope its not too underwhelming .................

Management need to stop sucking their collective thumb and start managing the SP in a meaningful way, sentiment already on its ar$e heading for 5 year lows if they don’t throw the market a bone before that CLN payment ………………..

BV

100% agree - I would have thought it taboo in the scientific community to claim another scientists work even with a slip of the tongue !

The chronology of her appointments you post confirms the science was well in play before her appointment, which leaves us to look towards her commercial wizardry.

The day she parked herself in to AS's chair the SP was on or around where it is today. I would have thought that improving the SP and getting some traction behind it by way of sentiment was an open goal which would have pacified 99% of shareholders ............Its clearly been a challenge !

It’s my opinion the jury is still very much out on Christina Coughlin the CEO . Whilst we can all agree she is an outstanding oncologist, It wouldn’t be unfair to describe her previous tenure as CEO as being “unremarkable”…!

Anyone looking in for the first time would be forgiven for thinking there was no science & zero strategy before April 2024. FWIW I don’t believe for one second that she breezed in with all the answers and that the current strategy wasn’t at least “ on the table “ , CC has been lapping up all the credit by placing herself front and centre of all thing presentations ( with her awful presenting skillset ) and getting a pass on everything else.

Facts to date are that the scientists are still doing what they have been doing long before she arrived on these shores and deserve a 10 out of 10 for performance, meanwhile, it is appears the management (3 out of 10) are incapable of selling the story.

IMO her honeymoon period runs out at the end of this month, “Judge us in 6 months Shaun Chilton AGM 26th June 2024” , so at the very least I feel we need to see the “white smoke” coming out of the chimney before Christmas ……!

DRM

You could be correct , though on the balance of probability / past performance non material contracts that don’t get RNS’d turn out to be “ non material “.

If I had a £5 note for every time I read that these little contracts all add up I’d be living in a castle ………

Thank you .

Yes not a long list , but a supposition of the client being Boeing.

“ if you can show you are providing high spec security for the likes of Boeing”

Would you be kind enough point me in the direction of your source for this please ?

Why do you keep posting as “ Fact” that the October contract client is Boeing ?

Thank you JC

Am I right in saying ( or did I dream it ) that CC implied December was not a month she liked to impart news ?

Davey

Maybe more telling is that holders now think that circa £14k of share purchases are a noteworthy event that warrant commentary 🫤

Happy days then re tech sales .....

No, you misunderstand , that's not what they pay, that's what they charge ..... on average £16.50 per hour .

The margin is more 12% than 40%+

DRM

Fowler saying Tech sales have been very strong is meaningless .

I don't believe anyone ever "invested " ( I use the word loosely ) here on the back of a manpower guarding business / contract.

A 37% increase in RR largely down to a guarding contract is also meaningless as Keyguard make diddly squat ..... they average £16.50 per hour.

Yep £500k if they need it ....." at the Lenders discretion " .

AIMHO